US Bank
Wealth Management Advisor: Miami, FL
US Bank, Miami, Florida, us, 33222
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job Description
The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.In This Role You Will:Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needsDetermine which financial products are suitable for the client’s unique circumstancesFacilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insuranceDeliver economic and market views, investment strategy, manager/fund/security research, and due diligencePortfolio construction resulting in tailored investment management and insurance services based upon a client's unique situationRefer and partner with other financial services within other U.S. Bank channels, as appropriateBasic Qualifications:Bachelor's degree, or equivalent work experienceThree to five years of experience in a financial sales position, preferably working with the affluent client segmentFINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance licensePreferred Qualifications:Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education fundingExtensive knowledge of the securities industry, including investment and insurance products and servicesKnowledge of private banking products and services, including credit processes and policiesStrong presentation abilitiesStrong relationship management, sales, and new business development skillsWell-developed analytical and problem-solving skillsExcellent interpersonal, verbal, and written communication skillsProficient with various computer software programs including the ability to use recommended desktop planning tools and processesU.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.This role receives an annual base salary between $65,000 and $65,500 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.
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The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.In This Role You Will:Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needsDetermine which financial products are suitable for the client’s unique circumstancesFacilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insuranceDeliver economic and market views, investment strategy, manager/fund/security research, and due diligencePortfolio construction resulting in tailored investment management and insurance services based upon a client's unique situationRefer and partner with other financial services within other U.S. Bank channels, as appropriateBasic Qualifications:Bachelor's degree, or equivalent work experienceThree to five years of experience in a financial sales position, preferably working with the affluent client segmentFINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance licensePreferred Qualifications:Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education fundingExtensive knowledge of the securities industry, including investment and insurance products and servicesKnowledge of private banking products and services, including credit processes and policiesStrong presentation abilitiesStrong relationship management, sales, and new business development skillsWell-developed analytical and problem-solving skillsExcellent interpersonal, verbal, and written communication skillsProficient with various computer software programs including the ability to use recommended desktop planning tools and processesU.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.This role receives an annual base salary between $65,000 and $65,500 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.
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